JPMorgan Asset Management on Multi-Asset Strategy

The video discusses the current economic landscape, focusing on global growth risks, duration strategies, and the performance of U.S. Treasury yields. It highlights the potential of emerging market equities, particularly in China, amidst concerns about recession risks. The video also examines earnings trends in the U.S. and Asia, noting strong earnings against low expectations but with potential margin pressures. Finally, it anticipates possible adjustments in the Bank of Japan's yield curve control due to inflationary pressures.

What is the outlook for earnings in the U.S. and how does it compare to Asia's earnings season?

What adjustments to the yield curve control are anticipated in the coming months according to the text?